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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,613 | $217,432-68.0% | $185,851-62.5% | $167,553-58.5% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 5.81% | 148.43%-142.6pp | 122.11%-116.3pp | 478.89%-473.1pp |
| Employer contribution / active EE | $1,830 | $5,874-68.8% | $5,168-64.6% | $4,840-62.2% |
| Participant deferral / active EE | $10,578 | $6,357+66.4% | $5,569+90.0% | $6,343+66.8% |
| Admin fee / account holder | $551 | $19,820-97.2% | $16,245-96.6% | $12,316-95.5% |